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Zachary Brett Mortensen

B.o.s.s. Retirement Advisors, LLC

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About Zachary Brett Mortensen

Zachary Brett Mortensen is an Investment Advisor Representative with B.o.s.s. Retirement Advisors, LLC. Zachary has been in the industry since May 2016, and has worked for B.O.S.S. Retirement Solutions, LLC, BYU Football and the Church of Jesus Christ of Latter Day Saints. Zachary is registered to provide investment advisory services in Utah. He is also a licensed Investment Advisor Representative in Utah. Zachary holds a Series 65 license and has taken the Uniform Investment Adviser Law Examination. Zachary's firm, B.o.s.s. Retirement Advisors, LLC, is a registered investment advisor, based in Lehi, Utah. The firm provides investment advisory services to individuals and businesses. The firm manages approximately $763,971,695 in assets, Zachary's specializations include providing investment advisory services for individuals and businesses. His firm, B.o.s.s. Retirement Advisors, LLC, specializes in providing investment advisory services to individuals and businesses, with a focus on retirement planning. The firm's services include financial planning, selection of other advisors, and portfolio management. B.o.s.s. Retirement Advisors, LLC, charges clients a variety of fees, including fixed fees and referral fees.

Firm Information

Zachary Mortensen is currently registered with B.o.s.s. Retirement Advisors, LLC. B.o.s.s. Retirement Advisors, LLC is a Registered Investment Advisor headquartered in Lehi, UT. The firm provides financial planning, selection of other advisors, and has approximately $763,971,695 in regulatory assets under management. The firm primarily serves individuals and high-net-worth individuals, with over 6,200 accounts.
B.o.s.s. Retirement Advisors, LLC

3400 N ASHTON BLVD

LEHI, UT 84043

$763.97M

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Zachary Mortensen’s Registration & Firm History

UT

02/15/2019 - Present

B.o.s.s. Retirement Advisors, LLC (LEHI UT)

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Licenses & Designations

IA

Issued 02/04/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Brett Mortensen.
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